See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,992 | $76,367-51.6% | $93,606-60.5% | $72,985-49.3% |
| Participation rate | 56.5% | 71.7%-15.2pp | 75.8%-19.3pp | 69.5%-13.0pp |
| Annual return | 17.25% | 25.82%-8.6pp | 32.76%-15.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $737 | $2,275-67.6% | $2,718-72.9% | $2,440-69.8% |
| Participant deferral / active EE | $2,391 | $3,538-32.4% | $4,069-41.2% | $3,607-33.7% |
| Admin fee / account holder | $648 | $6,838-90.5% | $7,888-91.8% | $5,124-87.4% |